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Intuit shares owned by LWMG

Quarter-by-quarter ownership of Intuit (INTU) shares owned by LWMG from 13F filings

Historical chart of LWMG investment in Intuit

Tip: Access up to 7 years of quarterly data

All positions including Intuit held by LWMG consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Intuit by LWMG

Quarter filed Position value Share count Share price at filing
2024-03-31 $293k 451 650.19
2023-12-31 $361k 577 625.23
2023-09-30 $282k 552 511.03
2023-06-30 $266k 581 458.18
2023-03-31 $300k 673 446.01
2022-12-31 $264k 679 389.19

More positions owned by LWMG

Ishares Tr Core Div Grwth (DGRO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Val Etf (IWD)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Core Us Aggbd Et (AGG)
Apple (AAPL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Eafe Grwth Etf (EFG)

View all positions for LWMG

Top funds holding Intuit

Vanguard Group
T. Rowe Price Associates
Jpmorgan Chase & Co
Goldman Sachs Group
Wellington Management Company
Norges Bank Investment Management
Brown Advisory Holdings Incorporated
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Bank of America Corporation
Bank of New York Mellon
Legal & General Group
Royal Bank of Canada
Ubs Global Asset Management Americas

View all funds holding Intuit